Advocate Group
BMY icon

Advocate Group’s Bristol-Myers Squibb BMY Stock Holding History

Advocate Group’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.49M Sell
152,070
-8,233
-5% -$520K 1.47% 24
2026
Q2 		$9.24M Sell
160,303
-6,653
-4% -$382K 1.39% 29
2026
Q1 		$10.1M Buy
166,956
+1,286
+0.8% +$75K 1.58% 17
2025
Q4 		$8.94M Buy
165,670
+9,076
+6% +$437K 1.45% 25
2025
Q3 		$7.06M Buy
156,594
+2,355
+2% +$110K 1.16% 37
2025
Q2 		$7.14M Buy
154,239
+7,088
+5% +$348K 1.28% 35
2025
Q1 		$8.97M Buy
147,151
+1,974
+1% +$115K 1.64% 18
2024
Q4 		$8.21M Buy
145,177
+7,936
+6% +$443K 1.55% 23
2024
Q3 		$7.1M Buy
137,241
+2,873
+2% +$135K 1.29% 34
2024
Q2 		$5.58M Buy
134,368
+7,644
+6% +$342K 1.12% 39
2024
Q1 		$6.87M Buy
126,724
+16,497
+15% +$840K 1.37% 30
2023
Q4 		$5.66M Buy
110,227
+5,664
+5% +$297K 1.21% 33
2023
Q3 		$6.07M Sell
104,563
-2,643
-2% -$162K 1.41% 27
2023
Q2 		$6.86M Buy
107,206
+814
+0.8% +$54.6K 1.51% 21
2023
Q1 		$7.37M Buy
106,392
+1,333
+1% +$94K 1.61% 20
2022
Q4 		$7.56M Buy
105,059
+7,773
+8% +$586K 1.63% 19
2022
Q3 		$6.92M Buy
97,286
+7,998
+9% +$580K 1.71% 19
2022
Q2 		$6.88M Buy
+89,288
New +$6.8M 1.6% 20

Other funds holding BMY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Advocate Group's BMY Position: Q3 2026 in Review

Advocate Group reduced its Bristol-Myers Squibb (BMY) stake by 5.1% in Q3 2026, selling an estimated $520K and leaving 152,070 shares worth $9.49M. The position accounts for 1.47% of the portfolio, ranked #24.

Advocate Group first reported a position in BMY in Q2 2022 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

  • Advocate Group held 152,070 shares of Bristol-Myers Squibb worth $9.49M as of Q3 2026.
  • Advocate Group sold 8,233 Bristol-Myers Squibb shares in Q3 2026, an estimated $520K.
  • Bristol-Myers Squibb made up 1.47% of Advocate Group's portfolio in Q3 2026, its #24 holding.
  • Advocate Group first reported a position in Bristol-Myers Squibb in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Bristol-Myers Squibb position peaked at $10.1M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.